Be in the know. 31 key reads for Wednesday…

  1. Alibaba Stock Is Soaring. What’s Driving Its Big Move. (barrons)
  2. CEO of Alibaba’s Grocery Chain Freshippo Shares Views on Europe Trip (pandaily)
  3. Ant Group moves key step forward in restructuring, as consumer finance unit wins approval to expand capital base (scmp)
  4. China’s Central Bank Pledges ‘Targeted, Prudent’ Monetary Policy (bloomberg)
  5. Fed Minutes to Reveal Source of Inflation Angst Pushing Up Rates (bloomberg)
  6. Alibaba Leads Rally in US-Listed China Stocks on Ant Capital Nod (bloomberg)
  7. China Markets Start 2023 With a Bang as Policy Shift Hastens (bloomberg)
  8. GM reclaims title as America’s top automaker after a 2.5% jump in sales last year (cnbc)
  9. Take It Down. The Energy Report 01/04/2023 (Phil Flynn)
  10. Fed Minutes Could Hint at When Rate Hikes Will Stop (barrons)
  11. GE HealthCare Starts Trading Today. Here’s What to Do With the Stock. (barrons)
  12. Apple Has Been a Problem for PayPal. This Analyst Says That’s Changing. (barrons)
  13. Salesforce will lay off 10% of staff as part of restructuring (marketwatch)
  14. Metaverse Offers $1 Trillion Commerce Opportunity By Late 2025, Accenture Says (barrons)
  15. Fed Minutes Are Just the Warm-Up Act. The Main Event Lies Ahead. (barrons)
  16. There’s a better recession indicator than the yield curve and it is not flashing danger (yet) (marketwatch)
  17. How PayPal and Block Stock Could Be Comeback Stories (barrons)
  18. Etsy’s ‘Secret Sauce’ Lands a Buy Rating (barrons)
  19. Google and Meta’s Advertising Dominance Fades as TikTok, Streamers Emerge (wsj)
  20. 3M Tries to Contain Legal Battles Over ‘Forever Chemicals,’ Earplugs (wsj)
  21. Boeing Stock Gets Bump as Analyst Sees Blowout Deliveries in December (yahoo)
  22. Tokyo Gas unit close to $4.6B deal for US natgas producer: report (foxbusiness)
  23. Resurgent Chinese travel would reset the country’s global image (ft)
  24. Here’s exactly what needs to happen for the stock market to soar in 2023, according to Ned Davis Research (businessinsider)
  25. Expect a US ‘slowcession’ rather than a recession in 2023 as the Fed will successfully control inflation, Moody’s Analytics says (businessinsider)
  26. Goldman Sachs: Buy stocks in these 15 emerging market countries that are set to outperform the US as earnings weaken in 2023 (businessinsider)
  27. China Resumes Residential Real Estate Funds in Further Support (bloomberg)
  28. These Will Be The Best 9 Stocks In 2023, Analysts Say (investors)
  29. Ant taps Alibaba veteran for key post, spurs change after funding nod (scmp)
  30. Chinese property shares surge on rumours of support for ‘healthy’ developers (scmp)
  31. Wharton professor Jeremy Siegel outlines the 3 big surprises that could shake up the stock market in 2023 (businessinsider)

Be in the know. 20 key reads for Tuesday…

  1. US Auto Sales Expected to Defy Inflation Woes (bloomberg)
  2. Alibaba’s bet on ‘new retail’ pays off as Hema grocery brand breaks even (scmp)
  3. China’s Foreign Minister Says ‘Deeply Impressed’ With Americans (bloomberg)
  4. Chinese Stocks in Hong Kong Post Best Start to a Year Since 2018 (bloomberg)
  5. China’s Finance Minister Reiterates Plan for Fiscal Expansion (bloomberg)
  6. Shift to EVs Triggers Biggest Auto-Factory Building Boom in Decades (wsj)
  7. iPhone City Is Back at 90% Capacity After Covid Turmoil Subsides (bloomberg)
  8. Global Trade Is Shifting, Not Reversing (wsj)
  9. Japan’s Banks Get a Shot in the Arm (wsj)
  10. Chinese Factories, Restaurants Adjust to Life Without Zero-Covid (wsj)
  11. Lagging Arms Production Makes Pentagon Wary of Further Industry Consolidation (wsj)
  12. Southwest Airlines’ Flight Chaos Is Easing. Stock Is Up. (barrons)
  13. Six Flags Activist Wants a Real Estate Deal (barrons)
  14. Like Closed-End Muni Funds? Early January Could Be a Great Time for Buying. (barrons)
  15. Micron, Take-Two, and Warner Had Terrible Years. Is Time to Buy Their Stocks? (barrons)
  16. These four chip stocks could double from here, according to Rosenblatt (marketwatch)
  17. Chinese EV Stocks Rise on Delivery Data. It’s a Different Story for Tesla. (barrons)
  18. US Stock Laggards of 2022 Set to Jump in First New Year Session (bloomberg)
  19. Here’s (Almost) Everything Wall Street Expects in 2023 (bloomberg)
  20. US stocks will rebound 24% in 2023 as Fed tightening will no longer ‘crush the market’, Fundstrat’s Tom Lee says (businessinsider)

Be in the know. 21 key reads for Monday…

  1. Pre-Election Year Januarys Stellar – #1 S&P 500 and NASDAQ, #2 DJIA (Almanac Trader)
  2. New China Foreign Minister Seeks Better US Ties in Blinken Call (bloomberg)
  3. China’s Central Bank Pledges Support for Domestic Demand (bloomberg)
  4. ‘Somebody who doesn’t read lives one life, somebody who reads an unlimited number of lives.’ (Mark Cuban)
  5. China’s low profile tech bosses may become more visible and vocal (scmp)
  6. For U.S. Stocks, 2022 Is a Year With Almost No Record Highs (wsj)
  7. Some in China return to regular activity after COVID infections (yahoo)
  8. We’re in the second biggest home price correction of the post-WWII era—here’s the latest data (fortune)
  9. Soon-To-Be Grandfather Bill Gates Is Betting On AI, Gene Therapy And Other New Technologies To Solve Global Problems (forbers)
  10. Alibaba’s DingTalk records 600 million users, works to accelerate monetization (technode)
  11. Lula Is Back. What Does That Mean for Brazil? (cfr)
  12. Why the Price of Plastic Is Crashing After a Record Surge (bloomberg)
  13. The Best Cars We Drove in 2022 (roadandtrack)
  14. You Can Drop 20 Shots in 2 Weeks?! (SagutoGolf)
  15. Big Banks Predict Recession, Fed Pivot in 2023 (wsj)
  16. Xi Warns of Tough Covid Fight, Acknowledges Divisions in China (bloomberg)
  17. More social media regulation expected in 2023, members of Congress say (nypost)
  18. Buy Medtronic Stock. Shares of the Dividend Aristocrat Look Attractive. (yahoo)
  19. Shopify in advertising push to fill void left by Apple privacy crackdown (ft)
  20. Turkish stocks soar as local investors seek refuge from blistering inflation (ft)
  21. Paul Krugman Says Controlling Inflation By Inducing Recession Is Like ‘Stopping The Action On The Field Until Everyone Sits Down’ (benzinga)

Be in the know. 20 key reads for New Year’s Day!

  1. Here are five stock-market ‘early indicators’ that could decide the fate of your portfolio in 2023 (marketwatch)
  2. China Stock Investors Eye Better 2023 After $3.9 Trillion Rout (bloomberg)
  3. The Bulls’ Worst Recession Fear: There Won’t Be One (barrons)
  4. Inverted Yield Curve Not A Sufficient Condition For Recession-Credit Growth & Rate Levels Matter Too (thecarsonreport)
  5. Recession Prediction on the Clock (frbsf)
  6. MSG Sports Looks Like a Bargain. Blame It on the ‘Dolan Discount.’ (barrons)
  7. Delta, the Best Managed of the U.S. Airlines, Is One of Our Stock Picks for 2023 (barrons)
  8. Opinion: 11 predictions for money, technology, stocks and crypto for 2023 (marketwatch)
  9. These 20 stocks were the biggest losers of 2022 (marketwatch)
  10. Comcast’s Businesses Might Be Holding Up Better Than They’re Given Credit For (barrons)
  11. McLaren, Space Coupe, Presidential Convertible: Our 10 Favorite My Ride Cars of 2022 (wsj)
  12. Small Businesses Find Some Relief From Hiring Woes (wsj)
  13. Rookie Traders Are Calling It Quits, to Their Families’ Relief (wsj)
  14. Treasuries Post Biggest Annual Loss Ever as Inflation Takes Toll (bloomberg)
  15. Fundstrat’s Tom Lee highlights the biggest risk to his bullish 2023 stock market outlook of more than 20% gains (businessinsider)
  16. The simple tricks that turned one investor’s $70,000 retirement account into a $264 million fortune (washingtonpost)
  17. Mark Manson, The Subtle Art of Not Giving a F*ck — The Surprising Stories Behind 15+ Million Copies Sold, Crucial Decisions, The Art of Home Run Headlines, How to Build a Lean Team, Lessons from Will Smith, Personal Reinvention, and More (#647) (Tim Ferriss)
  18. 12 Lessons on Money and More From Warren Buffett and Charlie Munger (morningstar)
  19. 10 Undervalued Wide-Moat Stocks (morningstar)
  20. Charlie Munger Quotes on Investing and Life (dividendgrowthinvestor)

Be in the know. 12 key reads for New Year’s Eve…

  1. China’s Xi Jinping Provides Rare Acknowledgment of Covid Policies’ Toll (WSJ)
  2. Japan Inflation Hits Four-Decade High, Pressuring Central Bank Policies in 2023 (WSJ)
  3. The Bull’s Worst Recession Fear: There Won’t Be One (barrons)
  4. Hong Kong’s Dollar PEG is on Increasingly Thin Ice (FT)
  5. Xi’s China GDP Estimate Shows Economy Grew at Least 4.4% in 2022 (bloomberg)
  6. Bill Ackman’s Pershing Square Lifts Stake in Developer Howard Hughes (barrons)
  7. U.S. Home Sales Post Record 10th Straight Month of Declines (WSJ)
  8. How to Calculate ROIC and Handle Common Issues (MS)
  9. NHL’s Bettman Has Plan to Keep Hockey a Big 4 Sport ‘Forever’ (bloomberg)
  10. Just 5 trading days accounted for 94% of the S&P 500’s decline (marketinsider)
  11. Exlusive: Drugmakers to raise prices on at least 350 drugs in U.S. in January (Reuters)
  12. Taiwan to plough $12 billion in excess tax revenue back into economy 2023 (Reuters)